See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,637 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,539 | $81,537+144.7% | $149,718+33.3% | $69,631+186.6% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.1%+9.3pp | 70.7%+25.7pp |
| Annual return | 20.63% | 22.79%-2.2pp | 1501.63%-1481.0pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $12,339 | $3,239+281.0% | $5,445+126.6% | $2,032+507.2% |
| Participant deferral / active EE | $14,850 | $4,994+197.4% | $6,569+126.1% | $3,224+360.7% |
| Admin fee / account holder | $11 | $107-90.1% | $11,283-99.9% | $110-90.4% |